Unclaimed
David Scully is a financial advisor who is currently registered as a Registered Representative with Duncan Williams Asset Management, LLC in Memphis, Tennessee. David has been in the financial industry since 2007, and has held positions at both Duncan-Williams, Inc. and Morgan Keegan & Company, Inc. David is also a Certified Financial Planner and a Chartered Financial Analyst. David specializes in financial planning, pension consulting, and portfolio management. David is committed to providing his clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
01/01/2025 - Present
Duncan Williams Asset Management, LLC (MEMPHIS TN)
TN
04/02/2012 - 10/19/2015
DUNCAN-WILLIAMS, INC. (MEMPHIS TN)
GA
02/07/2007 - 03/27/2012
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
BOTH
Issued 08/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/19/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2008
Series 3 - National Commodity Futures Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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